See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,364 | $66,310+4.6% | $93,606-25.9% | $65,185+6.4% |
| Participation rate | 73.5% | 74.0%-0.5pp | 75.8%-2.3pp | 70.2%+3.3pp |
| Annual return | 20.64% | 42.58%-21.9pp | 32.76%-12.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $448 | $2,012-77.7% | $2,718-83.5% | $2,177-79.4% |
| Participant deferral / active EE | $2,942 | $3,342-12.0% | $4,069-27.7% | $3,514-16.3% |
| Admin fee / account holder | $2,540 | $6,897-63.2% | $7,888-67.8% | $847+199.8% |